Investment adviser · CRD 165007

INTEGRATED FINANCIAL STRATEGIES, LLC

Investment adviser filing (IA)

FORT LAUDERDALE, FL, United States · Form ADV filed Aug 28, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
5
Reported in this filing
Advisory professionals
0
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 28, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

2400 EAST COMMERCIAL BOULEVARD, SUITE 706
FORT LAUDERDALE, FL, 33308, United States

CRD 165007

Filing source

Form ADV 2118704 · Aug 28, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.